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-
Address
266 Reservation Rd
Marina, CA 93933 -
Phone
(831) 309-9600 -
Website
clymwealth.com
Location
About CLYM LLC
CLYM LLC is a Financial Planner in Marina, CA, located at 266 Reservation Rd. It holds a rating of 5.0 based on 10 reviews.
CLYM LLC is a Registered Investment Advisory Firm licensed to operate in California and Texas. The firm provides financial planning and wealth management services aimed at helping clients maximize savings, allocate assets effectively, and achieve financial independence. Their approach utilizes high-quality institutional financial products, modern technology, and extensive research to keep clients informed and in control of their investments.
Specific services include real estate assets consulting, where the firm offers strategic and tactical advice for new investments or optimizing current holdings. CLYM LLC also assists clients in reducing risk through strategies designed to prevent damage and mitigate loss. Estate planning services focus on asset preservation, advanced education, special care provisions, and reducing tax liabilities to provide peace of mind for the client's family.
A specialized offering includes Community Association and HOA Advisory Services. This service is designed to help community associations make informed decisions regarding financial health and compliance. Expertise in this area covers reserve fund management, financial malfeasance and misappropriation reconciliation, and forensic compliance advisory.
The firm also emphasizes educating heirs and keeping clients informed about their financial status. CLYM LLC advises clients to take control of their financial future to meet specific goals. Contact information for the Marina location is available at 831.309.9600 or via email at [email protected]. The physical office is situated at 266 Reservation Road, F306, Marina, CA 93933.
CLYM LLC sits on Reservation Road, just steps from CafeMia Park and the MST bus terminal.
BizScoreAI gives the firm a Technical score of 96 out of 100, ensuring the website is secure and easily read by search engines. It also awards a Discoverability score of 75 out of 100, allowing AI crawlers to find every page so the business can be recommended by AI assistants.
Score Summary
BizScoreAI scanned the website clymwealth.com on July 16, 2026. CLYM LLC has a BizScore of 49 out of 100. The website audit behind the SEO score ran on October 30, 2026.
- AI Visibility31 out of 100
- SEO63 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 13 of 30 points, AI Trust Signals 9 of 20 points.
Website audit sub-scores (out of 100): On-Page 51, Technical 98, Performance 78, Content 25.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Google Business Profile Link, Q&A Content, About/Team Page, XML Sitemap.
Areas to improve: 12 checks. llms.txt (failed), FAQPage Schema (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Content Too Thin (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), Weak Heading Structure (warning), Author Signals (warning).
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Browse: Businesses in Marina, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact CLYM LLC
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